SUMMER TRAINING

PRESENTATION

VICTORY PORTFOLIO LIMITED

BY RAHUL GARG

Contents

Industry Analysis
Company Profile
Service Blueprint
Research methodology
Questionnaire Analysis

Industry Analysis

The Indian retail brokerage industry consists of companies that primarily act as
agents for the buying and selling of securities (e.g. stocks, shares, and similar
financial instruments) on a commission or transaction fee or Brokerage basis.

An agent that charges a fee or commission for executing buys and sell orders
submitted by an investor. The firm that acts as an agent for a customer, charge
the customer the commission for its service. Roles similar to that of a stockbroker
include investment advisor, financial advisor and probably many others. A
stockbroker may or may not be also an investment advisor.

A stockbroker is a regulated professional broker who buys and sells shares

and other securities through market makers or Agency Only Firms on behalf of
investors.

Typically, a broker who receives an order from a customer will communicate

with a company employee located at a particular exchange, who will execute the
order at the exchange and report details of the transaction to the broker.
Customers typically keep their securities in an account with the broker. Brokers
charge customers commissions for conducting transactions and fees for
maintaining their accounts.

INDUSTRY ANALYSIS

Some of the main characteristics of the brokerage industry

include growth in e-broking, decline in brokerage fees and
growing derivative market and many more.
There are several national as well as local players in stock
trading services which are providing various services to their
customers like online trading, portfolio management system,
stock broking etc.
Typically, a broker who receives an order from a customer will
communicate with a company employee located at a particular
exchange, who will execute the order at the exchange and
report details of the transaction to the broker. Customers
typically keep their securities in an account with the broker.
Brokers charge customers commissions for conducting
transactions and fees for maintaining their accounts.

Company Profile

VICTORY PORTFOLIO LIMITED GROUP PROFILE

VICTORY PORTFOLIO LIMITED

The business of the company overhauled 10 years ago
on February 8, 2000.
It acts as a discount brokerage house to a full service
investment solutions provider.
It has specialized research product for the small investors
and day traders.
It offers its customers with the trade execution facilities on
the NSE and BSE, for cash as well as derivatives,
depository services.

Services of victory
portfolio limited

Equity and Derivatives trading.

Mutual Funds.
Portfolio Management.
Fundamental Research.
Technical Research.

About the topic

Customer Behavior towards Stock Market in

recession
1) It deals with the recession of 2008 when
investors suffered a loss but some investors
did not gave up and earned a profit of more
than 60% in 4months.
2) The main motive of investors while coming in
stock market

RESEARCH
METHODOLOGY

Research methodology data

Primary data : use of questionnaire
Secondary data : use of books and data
from internet.


The sampling unit comprised of the people who were
interested in the various investment plans in different Mutual
Funds through the VICTORY PORTFOLIO LIMITED AMC. The
sample size taken for the study was 175. The samples were
chosen on the basis of random sampling and these investors
belonged to different categories like corporates, agents, and
individuals. The surveyed respondents belonged to the main
types of aggressive investors conservative and moderate type
in different age group.
The research was carried out in the following areas in Delhi: Patparganj
Lakshminagar etc etc..

Questionnaire Analysis

Sample size is of 175 respondents who are the actual and potential
investors from whole of the equity market of Delhi and also from VICTORY
PORTFOLIO LIMITED. Here, each sample has the chance to be selected on
an equal basis because I have used simple random sampling method for
surveying purpose.
From research I found that 68% of investors are investing in Equity
Market. While 36% of investors are not investing in Equity Market as
per my sample size 175.
Means most of the customers are aware about Equity Market. There are
certain customers who are also aware about equity market but, they not
want to invest in equity market, Reasons for not investing in equity market
is high risk and there are no any fixed returns criteria and Investors age
also affect in risk factor. Means old persons risk bearing capacity is law
so, investors also select Investment Avenue as per his/her risk bearing
capacity


Equity shareholder is real owner of the company in spite of their priority in
getting dividend is comes last.
Major Investors are investing in equity market only due to earn high return and
hedge the risk by investing their 5%-10% of income in Equity Market. 28% of
investors invest in Equity market for the period of 2 Months and the same
proportion of investors are invested for long period more than year.
On the basis of research I found that, major investors have selected
Oil & gas sector as a 1st Rank, IT sector as a 2nd Rank, Banking sector as
a 3rd Rank, Automobile sector as a 4th Rank and Infrastructure sector as a 5th
Rank.
Most of investors have considered Market trend, Price Earning Ratio,
Dividend and Profitability as a most important factor while selecting the Sector
and company under the sector.
I have used graphical representation & interpretation with each graphs and
charts and Microsoft Office is used for data typing formatting and analyzing the
data.

Findings

1) Investors are investing in stock market but

with caution.
2) Equity investment provide higher return to
the investors
3) Income invested in stock market is less as in
others commodities.
4) Business class invest more in real estate and
service class more in stocks and mutual
funds.

Suggestions

Prefer investment for long term investment strategy that provides you
moderate return with liquidity.
Investors should not invest in only equity market but, also invest in
other Safe Securities Like- Fixed Deposits, Government Securities,
Bonds, Mutual fund and Insurance etc. which also provides
moderate return.
For Example: One should prefer
Equity 50%
Other Safe Securities 50%
So, one can get moderate return with liquidity.
Investors should invest money at lower level price and sale the stock at
higher price.
Investors should select company on the basis of PE ratio, EPS, Current
Growth of Company and Market capitalization and many more. So,
investors can get higher return on their investment.

Conclusion

No pain, No gain in the stock market The recent recession has affected all
countries around the world in an almost synchronous way. Interestingly, not
only has it hit countries with bad macroeconomic fundamentals, but also
those with AAA rating. The degree to which countries have been affected by
the crisis, on the other hand, has differed and, quite surprisingly, countries
with a higher income per capita have experienced the most severe output
loss. The crisis is escalating market condition is still worsening. Job market is
still weakening. Productivities are still declining. Governments of the western
countries are struggling to find ways to end this catastrophic crisis. Speakers
outlined the challenges that policy makers face in the coming year, and
offered suggestions for solutions. The global nature of the recession and
cross country heterogeneity in the depth od the downturn give the
researcher a unique opportunity to identify the link between the structural
characteristics of economic and institutional systems before the crisis and
their resilience with respect to the global recessionary shock.

Bibliography

References
1. RSM international. labour market trends in the wake of the great
recession: implications of the new normal October 2009 www. Rsmi.
Com/../ global.../labour- marke t trends in the wake of the great
recession. aspx.
2. Oti Oteri (2010), understanding the dynamics of the current
market recession, ezinearticles. Com/ understanding the dynamics of
the current markets.
3. francis vitek (2010) , output and unemployment dynamics during
the great recession: a panel unobserved components analysis, IMF
working paper www. Imf.org.
4. sarah lozanova (2009, labor market dynamics: recession impacts
men more than women / august 25 th ,www.triplepundit. com.

THANK YOU